SWA

Sutton Wealth Advisors Portfolio holdings

AUM $203M
1-Year Est. Return 20.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$155M
AUM Growth
+$2.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,220
New
Increased
Reduced
Closed

Top Buys

1 +$5.03M
2 +$3.44M
3 +$3.02M
4
ABT icon
Abbott
ABT
+$2.41M
5
MCD icon
McDonald's
MCD
+$2.31M

Sector Composition

1 Financials 16.05%
2 Healthcare 13%
3 Technology 11.05%
4 Industrials 7.77%
5 Consumer Discretionary 6.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
576
$17.1K 0.01%
702
+304
577
$16.9K 0.01%
761
578
$16.9K 0.01%
323
579
$16.8K 0.01%
601
580
$16.7K 0.01%
1,000
581
$16.7K 0.01%
1,640
582
$16.6K 0.01%
+627
583
$16.5K 0.01%
457
584
$16.5K 0.01%
+407
585
$16.5K 0.01%
306
586
$16.4K 0.01%
674
587
$16.4K 0.01%
415
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$16.3K 0.01%
437
589
$16.2K 0.01%
399
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$16.2K 0.01%
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$16.1K 0.01%
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$16.1K 0.01%
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$16.1K 0.01%
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$16K 0.01%
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$16K 0.01%
467
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$15.9K 0.01%
448
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$15.9K 0.01%
893
599
$15.9K 0.01%
253
600
$15.9K 0.01%
564